Aisle Planner + Wave

Record new Aisle Planner payments as sales in Wave

Keep track of your finances efficiently with this workflow. When a payment is processed in Aisle Planner, it will promptly record a sale in the Wave app. This streamlines your bookkeeping processes, making it easier to manage financial details tied to events planned on Aisle Planner. Stay organized and focused on providing top-notch planning services without missing out on any financial nuances.

When this happens...
Payment Paid
Trigger when a new payment is made.
TriggerPolling
automatically do this!
Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
ActionWrite

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Supported triggers and actions

New Lead
Trigger when a new lead is created.
Trigger
Polling
Try It
Payment Paid
Trigger when a new payment is made.
Trigger
Polling
Try It
- Contact first nameRequired
- Contact last nameRequired
- Contact company name
- Role
- Venue name
- Contact primary email
- Contact primary phone
- Contact primary website
- Contact address line 1
- Contact address line 2
- Contact city
- Contact state
- Contact postcode
- Contact country
- Event location city
- Event location state
- Project name
- Project typeRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project Date Format
- Project date
- Lead source
- Service type
- Lead status
- Notes
Action
Write
- BusinessRequired
Trigger
Polling
Try It
- BusinessRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write

- BusinessRequired
- NameRequired
- Description
- PriceRequired
Action
Write
- BusinessRequired
- EmailRequired
Action
Search

- BusinessRequired
- EmailRequired
- Customer or Company NameRequired
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

Project
Trigger when a new project is created.
Trigger
Polling
Try It
- Project nameRequired
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
Action
Write
- Project templateRequired
- Event location city
- Event location state
- TimezoneRequired
- Project Date FormatRequired
- Project dateRequired
- Estimated guest count
- Budget currencyRequired
- Estimated budget
- Project party role 1Required
- Project party firstname 1Required
- Project party lastname 1Required
- Project party role 2Required
- Project party firstname 2Required
- Project party lastname 2Required
Action
Write
- BusinessRequired
Trigger
Polling
Try It
- BusinessRequired
- CustomerRequired
- Item Description
- Item Price
- Item ProductRequired
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- BusinessRequired
- Sale DateRequired
- DescriptionRequired
- Number FormatRequired
- Sale AmountRequired
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- BusinessRequired
- NameRequired
Action
Search

About Aisle Planner

Aisle Planner started with the idea that there was a better way to plan weddings - that wedding professionals could have all of the wedding planning and client management tools they need, all in one reliable place. With everything from lead management and booking tools to checklists, day-of timelines and a guest manager, Aisle Planner has what wedding industry pros need to book clients quickly and manage the million and one details that come with the job.

Learn more

Related categories

Project Management

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Learn more